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Carmel A Kennedy

Fidelity Institutional Wealth Adviser LLC

Boston, MA

Westwood, MA

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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-25
  • MA RA
    APPROVED
    Since 2025-03-25

Branch Locations

245 Summer Street, Boston, MA 02210-1129 • United States

Westwood, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Daniel J. Galli & Associates Norwell MA 05/2021 07/2022
Fidelity Investments Smithfield RI 08/2022 Present
Homemaking Westwood MA 01/2015 09/2018
Homemaking Westwood MA 01/2019 05/2021
Brown Brothers Harriman Boston MA 09/2018 12/2018
  • 05/2021 → 07/2022
    Daniel J. Galli & Associates
    Norwell, MA
  • 08/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2015 → 09/2018
    Homemaking
    Westwood, MA
  • 01/2019 → 05/2021
    Homemaking
    Westwood, MA
  • 09/2018 → 12/2018
    Brown Brothers Harriman
    Boston, MA
Previous Registrations
  • 2023-01-05 → 2025-01-14
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-91172|OrgNmn:Kennedy Sterling LLC|Org Addr:Naples,Florida,US|OBA Nature:One Rental Property|Invst Rel:Y|Title:Owner|Duties:Faciliate rental agreements, coordinate cleaning|StrtDt:|TotHrs/mon:0.25|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-09
S65 Uniform Investment Adviser Law Examination 2021-10-15
  • S63 Uniform Securities Agent State Law Examination
    2022-12-09
  • S65 Uniform Investment Adviser Law Examination
    2021-10-15
Other Names
  • Carmel Ann Kennedy
  • Carmel Kennedy Sterling
  • Carmel Kennedy
  • Carmel Kennedy Kennedy

View on SEC IAPD

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Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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